Insights Topic
Fixed income
Fixed Income Boutique
Fixed Income Quarterly
Each quarter, our experts from the Fixed Income Boutique deliver actionable insights to help you make sense of the global fixed income universe. They uncover key risks, opportunities, and trends.
TwentyFour
Flash Fixed Income
Taking inspiration from the “flash” economic indicators that offer markets a preview of the final numbers, Flash Fixed Income is a monthly outlook that keeps investors ahead of the curve by dissecting the major trends across the global bond markets.
TwentyFour
Investors should remember – Powell is not a bond manager
According to Mark Holman, CEO at TwentyFour Asset Management (a boutique of Vontobel Asset Management), he is currently spending at least 40% of his time talking about inflation, or more accurately, why the US Federal Reserve seems to have a different view of inflation to almost everybody else.
TwentyFour
CLO Metrics continue to improve
Based on these metrics, the picture seems rosy, and credit performance looks set to continue through the second half of the year should the main drivers of the recovery remain intact.
TwentyFour
Is the Fed behind the curve on inflation?
After a hawkish turn from the Fed at its June policy meeting, the response in US Treasury markets has confounded market participants and intensified the debate over ‘transitory’ inflation.
TwentyFour
ESG is Inflationary
As companies and individuals adopt sustainable practices, we believe the potential exists for inflationary consequences.
TwentyFour
Supply points to Selectivity?
Doing the necessary work to understand the difference between companies merely exposed to COVID restrictions and those structurally damaged by them continues to be extremely important.
TwentyFour
Labour Support Tapering Need Not Be Feared
Douglas Charleston examines the health of labour markets across key developed economies and why ABS investors shouldn’t fear the gradual removal of COVID related job support schemes
